About Us

BryanMark Financial Group was founded with the mission of providing sophisticated wealth transfer solutions to affluent and ultra-affluent clientele.

To support our commitment to this mission, BryanMark has assembled an experienced team of talented legal, tax and financial professionals to help ensure that each BryanMark client receives the highest level of advice and service in developing a strategic wealth transfer solution.

As evidence of our commitment to delivering specialized solutions, we became a Member Firm of M Financial Group to give our clients access to the M proprietary series of life insurance products designed and priced specifically for the affluent clientele of M Financial Group Member Firms. Our team’s ability to combine the intangible value of clear, sophisticated advice on complex issues with the distinguished difference of M proprietary products sets us apart from other firms in the industry.